Jordan Hadfield is a CFP®-certified financial advisor with eight years of industry experience, currently serving as Vice President of Wealth Management at Smedley Financial Services Inc. He previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he is also a photographer. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on lifetime-income planning and diversified, model-based portfolios tailored to client objectives.

William Levitt is a Series 65-licensed advisor at Albion Financial Group with 24 years of industry experience. He has been with Albion since 1982. Outside of his advisory work, Levitt serves as the chief financial officer of a family-owned hotel and ski lodge business in Alta, Utah. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm employs a fundamentals-driven, long-term investment approach and manages multiple private funds alongside its individual client accounts.

Kyle Glover is a Certified Financial Planner® (CFP®) with 28 years of industry experience. He is currently with Three Seasons Wealth, joining the firm in 2024 after working at Morgan Stanley and E*TRADE Securities. Outside of advising, he is involved as a member and manager in private investing entities. Three Seasons Wealth provides investment and wealth management, financial planning, family office services, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities. The firm offers customized, risk-adjusted, tax-aware portfolios using a combination of active and passive strategies, and incorporates third-party managers and separately managed accounts where appropriate.

Jake Elm is a CFP® and Series 65-registered financial advisor with six years of industry experience. He has worked at Dentist Advisors since 2018 and previously spent two years at La Jolla Groves. Elm also has experience teaching at Utah Valley University. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, managing approximately $504 million for around 752 clients. The firm combines discretionary investment management with wealth management, retirement plan advisory, consulting, and outsourced accounting and tax-related services, utilizing model portfolios based on Modern Portfolio Theory.

Justin Martin is a financial advisor at Altura Private Wealth LLC with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, he serves as an adjunct professor at Brigham Young University—Idaho and is involved in life insurance sales through Legacy Peak Insurance Solutions, LLC. Altura Private Wealth LLC serves individual clients, charitable organizations, and business entities, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, tailoring advice to client objectives.

Todd Kearney is a financial advisor at ALTA Capital Management LLC with three years of industry experience. He holds Series 63 and Series 65 registrations and has been with Alta Capital Management since 2010. ALTA Capital Management provides discretionary portfolio management and financial planning to both individual and institutional clients, including high-net-worth investors and investment companies. The firm follows a quality-growth, bottom-up investment process that incorporates proprietary quantitative screening, earnings analysis, and an intrinsic value framework to build concentrated portfolios.

William Gochnour is a financial advisor at Dentist Advisors in Salt Lake City, UT, with eight years of industry experience. He holds a Series 65 designation and has worked at Dentist Advisors since 2018. Prior to that, he was employed at Orca Health for three years. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families by providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach to discretionary model portfolios and offers additional services such as outsourced accounting, bookkeeping, payroll support, and client education programs.

Joseph Anderson is a ChFC® and holds a Series 66 license with 20 years of industry experience. He is currently with North Capital, where he has worked since 2020, and previously held roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he has signatory authority on a corporate checking account for Harris Jean, LLC, though he is not materially involved in its operations. North Capital provides financial planning, investment management, and consulting services to individuals, families, family offices, and institutional clients. The firm employs an open-architecture investment approach using diversified model portfolios supported by proprietary quantitative models and third-party analytics.

Zachary Riley is a Series 65-licensed financial advisor with Albion Financial Group in Salt Lake City, UT, bringing one year of industry experience. His prior experience includes roles at Rockefeller Capital Management, Dexian, Mirador, Brown Brothers Harriman, and Crews and Associates. Albion Financial Group offers discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors, employing a fundamentals-driven, long-term investment approach that emphasizes business quality, management alignment, cash flow, and valuation. The firm also manages multiple private funds and provides fiduciary retirement plan services and standalone financial consulting.

Nelson Sebra Jr. is a financial advisor with Insight Folios in West Jordan, UT, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at Mutual of Omaha, Synergy One, Symetra Financial, and Strategic Wealth Advisors Group. Insight Folios provides portfolio management and financial planning to individual clients, including high-net-worth households, as well as ERISA retirement plans and other registered investment advisers. The firm employs a discretionary investment approach supported by its proprietary Simplicitree planning tool and integrates artificial intelligence in its process.

Therese Milad is a CFP® with 40 years of industry experience, currently serving as an investment advisory representative at Financial Network Wealth Advisors LLC. She has a long tenure in the financial services industry, including over two decades with Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. Milad is active in community and professional organizations, including membership in the Rotary Club of Sugarhouse, UT, and participation on the Financial Planning Association’s pro bono committee, where she teaches financial planning to community groups. Financial Network Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs fundamental analysis and planning tools such as Monte Carlo simulations and efficient-frontier optimization, often engaging sub-advisors to manage client assets and offering ERISA plan advisory services in a limited-scope 3(21) capacity.

Jeremiah Hughes is a financial advisor at Everspire with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, E*TRADE, and TD Ameritrade. He also refers business to TomiPlan, a financial planning company, receiving referral fees without providing securities or financial products there. Everspire is a wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary portfolio management, financial planning, third-party manager coordination, and retirement-plan consulting, implementing diversified portfolios with equities, fixed income, cash, and alternatives, and integrating technology including AI-enabled tools alongside human review.

Gerilyn Merrill is a financial advisor at Everspire with a Series 65 designation and 10 years of industry experience. She has been with Everspire since 2014 and worked briefly at Delta Air Lines from 2024 to 2025. Merrill receives referral fees for directing clients to TomiPlan, a financial planning company, as part of her other business activities. Everspire, a trade name of Aegis Wealth Group LLC, provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm implements diversified portfolios using equities, fixed income, cash, and alternative strategies, often incorporating technology and third-party managers to meet client objectives.

Sarah Bird is a CFP® professional with nine years of industry experience, currently with Albion Financial Group in Salt Lake City, UT. She has been with Albion Financial Group since 2002. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private funds and employs a combination of fundamental, technical, and cyclical analysis to pursue long-term trading strategies while maintaining flexibility for short-term trades.

Tyler Fowler is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles across several companies prior to his current position. Outside of advising, he owns and operates a Turo rental car business. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits, offering discretionary portfolio management, pension consulting, and financial planning. The firm employs a range of investment approaches and utilizes third-party platforms for portfolio implementation and account management.

Nicholas Roberts is a financial advisor at Iron Gate Global Advisors with 20 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Iron Gate Global Advisors in 2026, he worked at Fidelity Brokerage Services LLC for 21 years. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, providing discretionary and non-discretionary asset management alongside comprehensive portfolio management and retirement plan consulting. The firm’s investment approach combines fundamental analysis with a business-owner orientation and includes the use of options strategies and margin under specific guidelines.

Evan Green is a financial advisor at Everspire with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ADP Broker-Dealer Inc. for nine years. He refers business to TomiPlan, a financial planning company, and receives referral fees for this. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages diversified portfolios using equities, fixed income, cash, and alternative strategies, often employing third-party and affiliated managers, and incorporates AI-enabled tools alongside human review in its advisory process.

Jesse Burt is a financial advisor at Everspire with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Titan Securities and Synchrony Wealth Management. Burt served in the United States Air National Guard from 2014 to 2020. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning through a dedicated advisor model and a process that incorporates both quantitative and fundamental analysis.

Spencer Nelson is a financial advisor at Iron Gate Global Advisors with eight years of industry experience. He holds a Series 65 designation and has worked at Iron Gate Global Advisors since 2018. Prior to that, he spent two years at Utah State University. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm combines fundamental analysis with a business-owner orientation in its investment approach, offering both model portfolios and tailored strategies alongside financial planning and retirement plan consulting.

Zachary Whitlock is a financial advisor at TrueNorth Wealth in Salt Lake City, UT, holding a Series 65 license with one year of industry experience. Prior to joining TrueNorth Wealth, he worked briefly at Goldman Sachs and has experience with various organizations including Utah Valley University and LGCY Power, LLC. TrueNorth Wealth serves individual and high-net-worth clients such as physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, emphasizing asset allocation and portfolio construction, and offers both wrap fee programs and non-wrap accounts.